View all newsletters
Have the short, sharp Spear's newsletter delivered to your inbox each week
  1. Wealth
June 22, 2017

LEE ROBERTSON

By Rasika Sittamparam

‘A very good start to the year,’ Lee Robertson says. The former Spear’s Wealth Manager of the Year has recently picked up another UK wealth management chief executive of the year award in Hong Kong – and he doesn’t hide his pleasure.

The former Navy intelligence operative is also pleased with the direction of growth in the firm he founded 16 years ago. ‘Five years ago clients came to us with half a million or £3 million. Now they come to us with between half a million and £20 million,’ he says.

Robertson notes that the post-Lehman ‘decompression of the whole sector’ has brought passive funds back, a pattern he predicts will continue. He likes to remain agnostic in the active v passive fund debate: ‘We don’t think we have to pigeonhole ourselves into one or another.’

Passives can be used to ‘beat the American market’, but performance can’t be sustained
if clients are left ‘holding the wrong stocks, the wrong funds or the wrong managers’. Robertson continues: ‘It can be pretty grievous to your financial wealth so you’ve got to diversify with equities, bonds, property, commodities – and invest all across. If one of them takes a big pummelling, you hope the other four don’t.’

Content from our partners
Meet the females leading in the FTSE
A cut above: Charles Sanford on why HNW clients choose LGT Wealth Management
How the Thuso Group’s invaluable experience and expertise shaped the Spear’s Schools Index 2024

Select and enter your email address The short, sharp email newsletter from Spear’s
  • Business owner/co-owner
  • CEO
  • COO
  • CFO
  • CTO
  • Chairperson
  • Non-Exec Director
  • Other C-Suite
  • Managing Director
  • President/Partner
  • Senior Executive/SVP or Corporate VP or equivalent
  • Director or equivalent
  • Group or Senior Manager
  • Head of Department/Function
  • Manager
  • Non-manager
  • Retired
  • Other
Visit our privacy policy for more information about our services, how New Statesman Media Group may use, process and share your personal data, including information on your rights in respect of your personal data and how you can unsubscribe from future marketing communications.
Thank you

Thanks for subscribing.

Websites in our network